Bank of New York Mellon Ownership | Who Owns Bank of New York Mellon?
Bank of New York Mellon Ownership Summary
Bank of New York Mellon is owned by 82.74% institutional investors, 0.18% insiders, and 17.08% retail investors. Vanguard group is the largest institutional shareholder, holding 9.59% of BK shares. Dodge & Cox Stock I is the top mutual fund, with 4.60% of its assets in Bank of New York Mellon shares.
BK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank of New York Mellon | 82.74% | 0.18% | 17.08% |
| Sector | Financial Services Stocks | 43.60% | 12.77% | 43.63% |
| Industry | Asset Management Stocks | 39.22% | 8.77% | 52.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 72.58M | 9.59% | $4.35B |
| Blackrock | 63.91M | 8.44% | $3.83B |
| Dodge & cox | 54.77M | 7.24% | $3.28B |
| State street | 32.65M | 4.31% | $1.96B |
| Geode capital management | 17.73M | 2.34% | $1.06B |
| Artisan partners limited partnership | 17.31M | 2.29% | $1.04B |
| Norges bank | 17.03M | 2.25% | $1.02B |
| First eagle investment management | 15.71M | 2.08% | $940.93M |
| Fmr | 10.83M | 1.43% | $648.39M |
| Ameriprise financial | 10.42M | 1.38% | $623.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tam capital management | 747.15K | 26.86% | $44.75M |
| Lfl advisers | 393.74K | 9.28% | $23.58M |
| Biechele royce advisors | 337.39K | 6.82% | $20.21M |
| Bluemar capital management | 32.19K | 4.02% | $1.93M |
| Garland capital management | 94.56K | 4.00% | $5.66M |
| Matrix asset advisors inc/ny | 519.73K | 3.72% | $31.13M |
| Corda investment management, llc. | 761.95K | 3.71% | $45.63M |
| Matthew goff investment advisor | 284.45K | 3.48% | $17.04M |
| Westchester capital management | 192.50K | 2.91% | $11.53M |
| Galvin, gaustad & stein | 501.31K | 2.79% | $30.02M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 17.03M | 0.15% | 17.03M |
| Fayez sarofim | 3.13M | 0.51% | 2.99M |
| Balyasny asset management | 1.75M | 0.18% | 1.74M |
| Marshall wace, llp | 2.63M | 0.21% | 1.31M |
| Deutsche bank ag\ | 3.62M | 0.10% | 1.29M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Van eck associates | 143.90K | 0.01% | -3.77M |
| Davis selected advisers | 7.45M | 2.59% | -2.83M |
| Fmr | 10.83M | 0.04% | -2.04M |
| Hotchkis & wiley capital management | 6.13M | 1.28% | -1.18M |
| Hrt financial lp | - | - | -955.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 17.03M | 0.15% | 17.03M | $1.02B |
| Corebridge financial | 209.29K | 0.07% | 209.29K | $12.53M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 203.63K | 0.14% | 203.63K | $12.20M |
| Mirae asset global etfs | 128.08K | 0.02% | 128.08K | $7.67M |
| Patton fund management | 83.91K | 1.06% | 83.91K | $5.03M |
Sold Out
| Holder | Change |
|---|---|
| Pathway financial advisers | -1.00 |
| Impact partnership wealth | -1.00 |
| Tfo-tdc | -8.00 |
| Colonial trust advisors | -8.00 |
| Kelly financial services | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 1,250 | -1.81% | 626,262,931 | 2.64% | 82 | 1.27% | 542 | -4.07% | 437 | -3.10% |
| Mar 31, 2024 | 1,273 | 7.25% | 610,140,671 | -4.90% | 80 | 1.15% | 565 | 6.40% | 451 | 4.88% |
| Dec 31, 2023 | 1,187 | 6.74% | 641,594,123 | 2.61% | 83 | 1.29% | 531 | 15.18% | 430 | 9.97% |
| Sep 30, 2023 | 1,112 | 0.27% | 625,257,214 | -3.53% | 80 | 1.19% | 461 | 5.49% | 391 | -10.73% |
| Jun 30, 2023 | 1,109 | -4.23% | 648,122,448 | -1.53% | 82 | 1.23% | 437 | -21.12% | 438 | 19.35% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Dodge & Cox Stock I | 33.42M | 4.60% | -3.03M |
| Vanguard Total Stock Mkt Idx Inv | 23.31M | 3.21% | -78.89K |
| Vanguard Institutional 500 Index Trust | 19.56M | 2.69% | 225.77K |
| First Eagle Global A | 11.02M | 1.52% | - |
| Fidelity 500 Index | 9.07M | 1.25% | -141.21K |
| SPDR® S&P 500® ETF Trust | 8.95M | 1.23% | 3.04K |
| iShares Core S&P 500 ETF | 8.22M | 1.13% | 12.64K |
| Oakmark Investor | 7.24M | 1.00% | - |
| Columbia Dividend Value | 6.32M | 0.87% | -57.80K |
| Columbia Dividend Income Inst | 6.31M | 0.87% | -10.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 15, 2024 | McCarthy J Kevin | SEVP & General Counsel | Sell | $1.91M |
| Oct 15, 2024 | Smits Hanneke | Sr. Exec. Vice President | Sell | $1.26M |
| Jul 18, 2024 | Smits Hanneke | Sr. Exec. Vice President | Sell | $961.62K |
| May 08, 2024 | Santhanakrishnan Senthilkumar | Senior Exec VP | Sell | $901.77K |
| May 07, 2024 | Kurimsky Kurtis R. | Corporate Controller | Sell | $360.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 3 |
| 2023 Q4 | - | - |
BK Ownership FAQ
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